The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.
Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...
The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.
Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.
Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.